CIM
EWL icon

Contravisory Investment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Contravisory Investment Management’s Portfolio EWL Stock Details EWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,250
Closed -$726K – 363
2024
Q1 		$726K Sell
15,250
-485
-3% -$23K 0.16% 82
2023
Q4 		$760K Buy
15,735
+1,112
+8% +$49.5K 0.19% 73
2023
Q3 		$637K Buy
14,623
+764
+6% +$35.1K 0.18% 70
2023
Q2 		$640K Buy
13,859
+5,459
+65% +$257K 0.17% 72
2023
Q1 		$381K Buy
8,400
+843
+11% +$37.3K 0.11% 133
2022
Q4 		$317K Sell
7,557
-87
-1% -$3.54K 0.09% 154
2022
Q3 		$286K Buy
7,644
+96
+1% +$3.97K 0.1% 141
2022
Q2 		$313K Buy
+7,548
New +$339K 0.1% 138
2021
Q1 		– Sell
-5,699
Closed -$255K – 271
2020
Q4 		$255K Buy
5,699
+153
+3% +$6.49K 0.08% 138
2020
Q3 		$228K Sell
5,546
-73
-1% -$3.02K 0.08% 141
2020
Q2 		$218K Sell
5,619
-573
-9% -$21.5K 0.08% 141
2020
Q1 		$219K Buy
6,192
+117
+2% +$4.55K 0.1% 120
2019
Q4 		$247K Sell
6,075
-83
-1% -$3.21K 0.09% 134
2019
Q3 		$232K Buy
6,158
+161
+3% +$6.01K 0.09% 133
2019
Q2 		$225K Buy
+5,997
New +$218K 0.09% 135
2016
Q3 		– Sell
-1,334
Closed -$40K – 300
2016
Q2 		$40K Buy
1,334
+355
+36% +$10.7K 0.01% 100
2016
Q1 		$29K Buy
979
+16
+2% +$465 0.01% 111
2015
Q4 		$30K Buy
963
+330
+52% +$10.3K 0.01% 107
2015
Q3 		$19K Sell
633
-1,434
-69% -$46.8K ﹤0.01% 116
2015
Q2 		$68K Buy
+2,067
New +$71.9K 0.01% 102

Other funds holding EWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Contravisory Investment Management's EWL Position: Q2 2024 in Review

Contravisory Investment Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2024, closing a stake of 15,250 shares — an estimated $726K sold.

Contravisory Investment Management first reported a position in EWL in Q2 2015 and held it in 20 quarters. The position peaked at $760K in Q4 2023. 154 funds tracked by Wall St. Rank hold EWL as of Q2 2024.

  • Contravisory Investment Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 15,250 iShares MSCI Switzerland ETF shares in Q2 2024, an estimated $726K.
  • Contravisory Investment Management first reported a position in iShares MSCI Switzerland ETF in Q2 2015 and held it in 20 quarters.
  • Contravisory Investment Management's iShares MSCI Switzerland ETF position peaked at $760K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2024.

Based on Contravisory Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.